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Valero Energy
VLO

Overview Fund Activity

1,334 hedge funds and large institutions have $32.5B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 479 increasing their positions, 558 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-53
Holders Change %
-3.82%
% of All Funds
21.04%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
106
Increased
479
Reduced
558
Closed
150
Calls
$1.02B
Puts
$798M
Net Calls
+$223M
Net Calls Change
+$173M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$222M
2
Millennium Management
Millennium Management
New York
+$215M
3
Barclays
Barclays
United Kingdom
+$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
5
Marshall Wace
Marshall Wace
United Kingdom
+$82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$522M
2
BlackRock
BlackRock
New York
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
4
EWA
EP Wealth Advisors
California
-$253M
5
State Street
State Street
Massachusetts
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
1101
Thompson Siegel & Walmsley
Virginia
$190K – – –
TPCW
1102
TD Private Client Wealth
New York
$189K -$6.69K -57 -3%
POIA
1103
Pin Oak Investment Advisors
Texas
$186K – – –
KA
1104
Kozak & Associates
Colorado
$183K – – –
SGA
1105
Seaport Global Advisors
Massachusetts
$180K – – –
CAL
1106
Capital Analysts LLC
Pennsylvania
$179K -$1.64K -14 -0.9%
AIM
1107
Anchor Investment Management
South Carolina
$178K +$34.1K +291 +24%
CSB
1108
City State Bank
Iowa
$178K – – –
Credit Agricole
1109
Credit Agricole
France
$177K – – –
MMG
1110
Monetary Management Group
Missouri
$176K – – –
CMBA
1111
C.M. Bidwell & Associates
Hawaii
$175K -$1.17K -10 -0.7%
SIC
1112
Salem Investment Counselors
North Carolina
$172K -$42.3K -361 -20%
VC
1113
Vestor Capital
Illinois
$170K – – –
CAC
1114
Core Alternative Capital
Georgia
$157K -$704 -6 -0.4%
WAS
1115
Winch Advisory Services
Wisconsin
$150K -$5.75K -49 -4%
VCM
1116
Versant Capital Management
Arizona
$148K +$235 +2 +0.2%
CWC
1117
Carolinas Wealth Consulting
North Carolina
$144K -$5.4K -46 -4%
AP
1118
Arlington Partners
Alabama
$143K +$48.1K +410 +51%
QPBE
1119
Quintet Private Bank (Europe)
Luxembourg
$142K -$822 -7 -0.6%
AA
1120
Alta Advisers
United Kingdom
$141K – – –
FCT
1121
First Community Trust
Iowa
$141K – – –
CA
1122
Clearstead Advisors
Ohio
$138K +$59.8K +510 +77%
TFA
1123
Transamerica Financial Advisors
Florida
$135K -$414K -3,511 -75%
TCWA
1124
Ten Capital Wealth Advisors
Washington
$135K +$24.8K +213 +23%
WTG
1125
West Tower Group
Virginia
$133K +$133K +1,134 New
43 44
45
46 47